ERISA Compliant (HSA)
Maximize Your Benefits and Tax Savings
We can mirror your 401(k) plan line-up to simplify plan adoption!
Our first-dollar investing allows your employees to invest right away, no minimum balance required.
Account holders can choose from over 100 investment options, including Vanguard, Dimensional, Franklin Templeton and more. We can even mirror 401(k) plans under our management process.
No Transaction Fees
We don’t have investment transaction fees. This allows your employees to shift from spending, to saving, to investing, as their medical needs change over time.
Easy to Use
After enrolling your group, you’ll be assigned an Account Manager, who will walk you through the on-boarding process and be your go-to person for all your questions moving forward.
Clear Financial Strategies, LLC is an Independent Registered Investment Advisory Firm currently licensed in FL and IL.
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